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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $136M AUM 1,476 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 313 Added 663 Reduced 71 Exited
Page 31 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CMS CMS ENERGY CORP Utilities 13.0 $1K 0.00% -405.0 -96.9% $77.62 -5.1%
602 FISV FISERV INC Technology 18.0 $1K 0.00% -53.0 -74.7% $55.78 +0.1%
603 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 89.0 $999.0 0.00% -201.0 -69.3% $11.22 +0.7%
604 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3.0 $992.0 0.00% -1.0 -25.0% $330.67 -3.2%
605 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 69.0 $960.0 0.00% -173.0 -71.5% $13.91 +0.5%
606 PRVA PRIVIA HEALTH GROUP INC Healthcare 46.0 $946.0 0.00% -34.0 -42.5% $20.57 +12.7%
607 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 11.0 $942.0 0.00% -13.0 -54.2% $85.64 +10.5%
608 CIM CHIMERA INVT CORP Real Estate 75.0 $941.0 0.00% -70.0 -48.3% $12.55 +5.9%
609 HBAN HUNTINGTON BANCSHARES INC Financial Services 59.0 $923.0 0.00% -16.0 -21.3% $15.64 +1.3%
610 BDC BELDEN INC Technology 8.0 $919.0 0.00% -7.0 -46.7% $114.88 -8.8%
611 DVY ISHARES TR 6.0 $908.0 0.00% -5.0 -45.5% $151.33 +1.8%
612 SPYX SPDR SERIES TRUST 17.0 $902.0 0.00% -12.0 -41.4% $53.06 +14.5%
613 CTO CTO RLTY GROWTH INC NEW Real Estate 47.0 $869.0 0.00% -23.0 -32.9% $18.49 +10.8%
614 BL BLACKLINE INC Technology 23.0 $851.0 0.00% -72.0 -75.8% $37.00 -21.8%
615 ADUS ADDUS HOMECARE CORP Healthcare 9.0 $843.0 0.00% -5.0 -35.7% $93.67 -0.4%
616 FAF FIRST AMERN FINL CORP Financial Services 13.0 $784.0 0.00% -12.0 -48.0% $60.31 +12.5%
617 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $766.0 0.00% -40.0 -88.9% $153.20 -17.3%
618 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 15.0 $762.0 0.00% -9.0 -37.5% $50.80 -4.7%
619 CXT CRANE NXT CO Industrials 18.0 $731.0 0.00% -29.0 -61.7% $40.61 -1.4%
620 BLD TOPBUILD COR Industrials 2.0 $703.0 0.00% -15.0 -88.2% $351.50 +17.0%
Page 31 of 34  ·  663 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.7%
Technology 26.9%
Consumer Cyclical 9.1%
Healthcare 8.5%
Industrials 7.6%
Communication Services 7.4%
Consumer Defensive 3.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.7%